2 months ago
Manager, Financial Planning and Analysis (Fintech)
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Job description
Text:
TL;DR
Manager, Financial Planning and Analysis (Fintech): Owning financial planning, forecasting, and analytical infrastructure for the Go-to-Market organization with an accent on revenue forecasting and GTM expense models. Focus on building bottoms-up pipeline-driven models, optimizing pricing and packaging, and translating complex financial data into executive narratives.
Location: Must be based in or be able to relocate to the Boston, MA area (initially remote, moving to hybrid 3 days/week). No sponsorship provided now or in the future.
Company
is a leader in AI-powered travel and expense solutions helping organizations modernize financial operations and optimize spend.
What you will do
- Own the revenue forecast by partnering with Sales leadership to build bottoms-up pipeline-driven models.
- Develop driver-based GTM expense models for Sales and Marketing, including headcount planning and quota capacity analysis.
- Lead monthly and quarterly GTM financial reviews, providing variance analysis connected to pipeline and revenue outcomes.
- Support annual budget and strategic planning cycles for all GTM functions.
- Perform pricing and packaging analysis, assessing transactional product economics and customer adoption trends.
- Translate complex financial analysis into executive-ready narratives for the ELT and board.
Requirements
- Bachelor's Degree in Finance or equivalent proven work experience.
- 5+ years of experience with meaningful exposure to GTM in a B2B SaaS environment.
- 2+ years of experience in a leadership role.
- Demonstrated ability to build revenue and bookings forecast models with pipeline-based drivers.
- Strong grasp of SaaS GTM metrics such as ARR, NRR, CAC, LTV, and Pipeline coverage.
- Experience utilizing CRM and billing system data, specifically Salesforce and NetSuite.
Nice to have
- Ability to leverage AI tools (Claude, ChatGPT, Gemini) to create process efficiencies.
Culture & Benefits
- Competitive pay and flexible work arrangements.
- Inclusive, collaborative environment that supports professional success.
- Opportunity to work with a high-momentum team solving real-world financial challenges using AI.
- Focus on efficiency, innovation, and smarter financial decision-making.
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